True Wealth Design’s Zions Bancorporation ZION Stock Holding History

True Wealth Design’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$62.1K	Buy	991 +210	+27%	+$14.4K	0.01%	434
2026 Q2	$54K	Buy	781 +403	+107%	+$25.4K	0.01%	459
2026 Q1	$21.8K	Buy	378 +28	+8%	+$1.65K	0.01%	679
2025 Q4	$20.5K	Buy	350 +9	+3%	+$490	0.01%	599
2025 Q3	$19.3K	Buy	341 +161	+89%	+$8.96K	0.01%	630
2025 Q2	$9.35K	Sell	180 -624	-78%	-$29.3K	﹤0.01%	607
2025 Q1	$40.1K	Buy	804 +786	+4,367%	+$42.3K	0.02%	235
2024 Q4	$977	Buy	+18	New	+$986	﹤0.01%	948

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

True Wealth Design's ZION Position: Q3 2026 in Review

True Wealth Design increased its Zions Bancorporation (ZION) stake by 27% in Q3 2026, buying an estimated $14.4K and bringing the position to 991 shares worth $62.1K. The position accounts for 0.01% of the portfolio, ranked #434.

True Wealth Design first reported a position in ZION in Q4 2024 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

True Wealth Design held 991 shares of Zions Bancorporation worth $62.1K as of Q3 2026.
True Wealth Design bought 210 Zions Bancorporation shares in Q3 2026, an estimated $14.4K.
Zions Bancorporation made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #434 holding.
True Wealth Design first reported a position in Zions Bancorporation in Q4 2024 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.